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Insightful market commentary from a fresh perspective.
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1.18.15: An Update on Energy Sector Revisions

January 18, 2015 Brian Gilmartin Leave a comment

The change in expected earnings growth for the Energy sector has been brutal. FCEnergyRtofChange Readers can quickly see how the…

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Posted in: Crude oil / Energy, Energy sector, Oil Services Co's, Sector Earnings Growth Estimates, SLB, XOM

1.17.15: SP 500 Weekly Earnings Update: “Ex-Energy”, 4th Quarter, 2014 Earnings Expected to Grow +6.7%

January 17, 2015 Brian Gilmartin Leave a comment

We will get to the heart of the matter of the blog post today, and note that, despite the sturm…

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Posted in: Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), JPM, S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

1.10.15: SP 500 Weekly Earnings Update: “Ex-Energy” Q4 ’14’s Expected SP 500 earnings Growth Rate Around 7%

January 10, 2015 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, q4 ’14 SP 500 earnings, which started getting reported this Monday, January 12th, 2015…

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Posted in: AA, Earnings, Earnings estimate revisions, Financial sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Weekly Earnings Update

1.8.15: 2015 SP 500 Earnings Webinar Tonight with Bob Lang of Explosive Options

January 8, 2015 Brian Gilmartin Leave a comment

Bob Lang, of Explosive Options was kind enough to invite me on tonight, January 8th, 2015 at 4 pm central…

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Posted in: Bob Lang Webinar, Factset earnings data, Financial sector, S&P 500, Sector Earnings Growth Estimates

1.3.15: SP 500 Weekly Earnings Update: Financials My Top Sector Pick for 2015 – Here is Why

January 3, 2015 Brian Gilmartin Leave a comment

Although Thomson Reuters didn’t update their data correctly this week, the “forward 4-quarter” estimate saw its typical quarterly bump this…

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Posted in: Consumer Discretionary, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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